US Stock Market Analysis, Commentary and Picks for the week ending Oct 10 2025

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Weekly Market Snapshot: Bull Run Pauses Amid Volatility and Earnings Watch

The three-year bull market faced turbulence this week as investor optimism gave way to concerns about a potential AI bubble and renewed U.S.–China trade tensions. Major indexes fell sharply, with the Dow, S&P 500, and Nasdaq each dropping over 2%, while small-cap stocks and energy names led the declines. Despite the pullback, the S&P 500 remains up more than 80% since October 2022, supported by easing inflation, steady growth, and expectations of lower interest rates. Analysts anticipate earnings growth of nearly 9% this quarter, driven by strong AI-related demand and an improving economic backdrop. Utilities emerged as a surprise leader, soaring nearly 19% year to date as power demand for AI data centers fuels the sector’s rally. Meanwhile, gold briefly touched $4,000 before pulling back, suggesting a short-term top. As earnings season begins and key inflation data approaches, markets appear poised for consolidation rather than collapse, with fundamentals still favoring the bulls heading into year’s end.